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How do I send reminders for invoice payment requests

PayJunction allows businesses to send reminders for invoice payment requests via text message and email. Businesses can deliver automatic reminders for all open invoices with an easy setup. In addition to automatic reminders, businesses can also send one-off manual reminders straight from the invoice screen. Reminders help businesses streamline their collection process and reduce follow-up time.

Text Message Reminders: Merchant must ensure that it has the text recipient’s consent to receive text messages before using PayJunction text messaging, and Merchant must notify the text recipient that message and data rates may apply and that they can opt out at any time by replying STOP.

How to enable automatic reminders

These steps must be performed by a user that has Admin access. 

Follow these steps to enable automatic reminders. 

  1. Login to PayJunction 
  2. Click on Invoices, on the left-side menu:
    MainMenuInvoices.png
  3. Click on Settings, in the upper-right corner:
    Settings.png
  4. Select your business’ preferred schedule for automatic reminder delivery:
    Screenshot 2024-10-15 at 10.04.25 AM.png
  5. Click Submit to save your settings.
    Automatic reminders will now be delivered to any Open invoice on the scheduled days.

How to send a manual reminder

Manual reminders are great options for delivering one-off notifications in a few clicks.

  1. Navigate to the Invoices screen.
    MainMenuInvoices.png
  2. Locate the desired invoice.
  3. Click the 3-dot menu for the desired invoice, and click Send Reminder.
    ManualReminder.png

Alternatively, manual reminders can be sent from the invoice details screen:

  1. Navigate to the Invoices screen.
    MainMenuInvoices.png
  2. Locate the desired invoice.
  3. Click on the eyeball to view the Invoice
  4. Click Send Reminder button at the top of the invoice.DetailScreen.png

Other Helpful Tips

  • Automatic reminders are sent to all Open invoices. A reminder will not be sent for Invoices that are Paid or Voided.
  • Automatic and manual reminders are sent via the original delivery method. For example, if the original invoice was sent via Text and Email, then the reminder will also be sent to both Text and Email.
  • Are sent on a pre-determined schedules. (7 days, 15 days, 30 days, 60 days).

  • Automatic reminders stop after the last scheduled reminder is sent.

 

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